Professionals
Todd Chamberlain
Wealth Manager
As a third-generation member of the family-owned business, Todd has been working with professionals, business owners, and retirees since 1991. He specializes in wealth management, estate planning, philanthropic giving, and asset preservation. His primary focus is assisting clients with reaching strategic level goals. Todd currently serves on the Finance Committee of AtlantiCare Regional Medical Center, Egg Harbor Township, New Jersey. An avid boater, Todd lives with his wife, Sarah, in Ocean City, New Jersey. They are the proud parents of four children—a daughter, Cate, and triplets, Alex, Peter, and Samantha.
Jacob R. Mack
CERTIFIED FINANCIAL PLANNER®
Jacob began his professional career in 1990 after completing his MBA in finance and international business at the University of South Carolina. His expertise is in overseeing the financial affairs of select families and businesses referred to us by our clients. Jacob is an active volunteer at his church. When not at work, he enjoys Ocean City recreational activities, relaxing on the beach and reading about history. Jacob and his family live in Ocean City, New Jersey. He is a CERTIFIED FINANCIAL PLANNER® professional.